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309 hedge funds and large institutions have $2.94B invested in Calix in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $318K

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

2.22% more ownership

Funds ownership: 88.69%90.91% (+2.2%)

6% less capital invested

Capital invested by funds: $3.11B → $2.94B (-$176M)

7% less funds holding

Funds holding: 331309 (-22)

27% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 63

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
309
Holders Change
-22
Holders Change %
-6.65%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
124
Reduced
97
Closed
63
Calls
$2.86M
Puts
$318K
Net Calls
+$2.54M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FGP
226
Freestone Grove Partners
California
$176K -$533K -10,157 -74%
QCG
227
Quadrant Capital Group
Ohio
$158K -$5.98K -114 -3%
Royal Bank of Canada
228
Royal Bank of Canada
Ontario, Canada
$146K -$76.1K -1,450 -33%
AssetMark Inc
229
AssetMark Inc
California
$125K +$131K +2,502 +4,314%
KBC Group
230
KBC Group
Belgium
$102K
SPIA
231
Steward Partners Investment Advisory
New York
$91.2K +$94.6K +1,803 +3,109%
OM
232
OV Management
Minnesota
$81.5K -$385K -7,340 -82%
GI
233
GAMMA Investing
California
$80.9K +$3.99K +76 +5%
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$79.7K +$34K +647 +66%
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
$63K +$18K +342 +36%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$60.1K -$2.31K -44 -3%
S
237
SignatureFD
Georgia
$60.1K
SAM
238
Smartleaf Asset Management
Massachusetts
$47.1K -$40.8K -777 -45%
Group One Trading
239
Group One Trading
Illinois
$44.5K +$47.7K +909 New
SFG
240
Strive Financial Group
Indiana
$37K
C
241
Covestor
United Kingdom
$35K +$2.83K +54 +8%
SL
242
Salomon & Ludwin
Virginia
$31.5K +$15.2K +289 +74%
HFS
243
Hantz Financial Services
Michigan
$28K +$12.8K +244 +75%
US Bancorp
244
US Bancorp
Minnesota
$26.9K +$1.73K +33 +6%
SC
245
SouthState Corp
Florida
$24.5K
CA
246
Crewe Advisors
Utah
$22.3K +$6.77K +129 +40%
Ohio Public Employees Retirement System (OPERS)
247
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.9K -$787 -15 -3%
FFA
248
Farther Finance Advisors
California
$20.3K -$6.14K -117 -21%
TVWM
249
Tower View Wealth Management
Wisconsin
$19.6K
SCM
250
Sterling Capital Management
North Carolina
$19.2K -$262 -5 -1%

CALX Hedge Fund Activity: Q1 2026 in Review

309 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2026, worth a combined $2.94B — down 5.7% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of CALX and 46 opened new positions — a net loss of 17 holders — while 97 trimmed existing stakes and 124 added.

The largest buyer was AllianceBernstein, adding an estimated $93.9M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $57.9M sold.

  • 309 institutional investors held Calix (CALX) as of Q1 2026, down from 331 in Q4 2025.
  • Funds reported $2.94B of Calix stock for Q1 2026, down 5.7% quarter-over-quarter.
  • 46 funds opened new Calix positions in Q1 2026 and 63 closed out, a net change of -17 holders.
  • The largest Calix buyer in Q1 2026 was AllianceBernstein, an estimated $93.9M added.
  • The largest Calix seller in Q1 2026 was Fuller & Thaler Asset Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2026.